Exelon Corporation Retirement Program — Form 5500 plan (Exelon Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Exelon Corporation Retirement Program is a benefit plan reported by Exelon Corporation under EIN 23-2990190 and plan number 002. The latest loaded filing year is 2023. The filing reports 24,641 participants and $6,380,359,647 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exelon Corporation
- EIN
- 23-2990190
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 24,641
- End-of-year plan assets
- $6,380,359,647
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24,641 | H, C | 20241010132345NAL0011499635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,380,359,647
- Total liabilities (EOY)
- $25,697,100
- Net assets (EOY)
- $6,354,662,547
- Net assets (BOY)
- $6,486,897,773
Income & contributions
- Employer contributions
- $10,000,000
- Total contributions
- $10,000,000
- Total income / additions
- $457,391,424
Expenses & distributions
- Benefits paid
- $559,222,110
- Administrative expenses
- $31,016,825
- Total expenses
- $590,238,935
- Net increase / (decrease)
- -$132,847,511
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Exelon Business Services Co | ADMINISTRATOR | $3,020,400 | $2,524 | 2023 |
| Alight Solutions LLC | RECORD KEEPER | $2,513,027 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | TRUSTEE/CUSTODIAN | $1,635,924 | $0 | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $624,877 | not reported in the loaded dataset | 2023 |
| Albourne America, LLC | CONSULTANT | $254,739 | not reported in the loaded dataset | 2023 |
| Evercore Inc | CONSULTANT | $213,265 | not reported in the loaded dataset | 2023 |
| Caissa, LLC | OTHER SERVICES | $160,128 | not reported in the loaded dataset | 2023 |
| Plante Moran | CONSULTANT | $84,740 | not reported in the loaded dataset | 2023 |
| Bloomberg Finance Lp | OTHER SERVICES | $72,619 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management, Inc | OTHER SERVICES | $56,175 | not reported in the loaded dataset | 2023 |
| Mitchell & Titus, Llp | AUDITOR | $34,535 | not reported in the loaded dataset | 2023 |
| Evestment Alliance LLC | CONSULTANT | $29,835 | not reported in the loaded dataset | 2023 |
| Cambridge Associates LLC | CONSULTANT | $22,663 | not reported in the loaded dataset | 2023 |
| Ice Data Indicies, LLC | OTHER SERVICES | $21,527 | not reported in the loaded dataset | 2023 |
| Pacific Resources Benefits Advisors | CONSULTANT | $18,633 | not reported in the loaded dataset | 2023 |
| Accenture Llp | CONSULTANT | $14,458 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Capital Internationa | OTHER SERVICES | $9,075 | not reported in the loaded dataset | 2023 |
| Comm On Inv Of Emp Ben Assets | OTHER SERVCES | $8,856 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Exelon Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Exelon Business Services Co — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Albourne America, LLC — Schedule C compensation
- Evercore Inc — Schedule C compensation
- Caissa, LLC — Schedule C compensation
- Plante Moran — Schedule C compensation
- Bloomberg Finance Lp — Schedule C compensation
- Blackrock Financial Management, Inc — Schedule C compensation
- Mitchell & Titus, Llp — Schedule C compensation
- Evestment Alliance LLC — Schedule C compensation
- Cambridge Associates LLC — Schedule C compensation
- Ice Data Indicies, LLC — Schedule C compensation
- Pacific Resources Benefits Advisors — Schedule C compensation
- Accenture Llp — Schedule C compensation
- Morgan Stanley Capital Internationa — Schedule C compensation
- Comm On Inv Of Emp Ben Assets — Schedule C compensation